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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

If you’re not working with a legal CRM, you may be scratching your head for no good reason. Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up.

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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Valuable Legal CRM applications to support your law firm's project management efforts. Your one-stop information shop . Get free e-book. Intake forms that impress .

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From Good to Great: Transforming Client Relationships with Rocket Matter CRM

Rocket Matter

More specifically, there can be a significant difference between generic and legal-specific CRMs. Using a legal CRM rather than a generic one is crucial because it is tailored to meet the specific needs and nuances of legal practice.

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Wouldn’t It Be Nice if You Had One Source of Truth for All Your Leads in 2024?

Rocket Matter

And your whole team can collaborate on lead management without a single misstep because all the information is centralized. Missing out on even one can mean a hit to your cash flow. A legal CRM centralizes lead management so every client gets tracked from the initial contact to the final invoice.

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Legal Workflow Automation: Enhancing Client Focus Through Streamlined Processes

Rocket Matter

A robust legal client relationship management (CRM) platform like Rocket Matter CRM can help you leave the days of frustrating, time-eating phone tags and missed opportunities behind. A legal CRM can automate personalized follow-up messages via email or text to improve your speed to lead —i.e.,

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Is Marketing Automation the Same as CRM?

Lawmatics

A CRM is a type of technology that manages all of an organization’s relationships with current and potential clients. However, legal CRM software helps law firms manage this data in a centralized and organized manner so that it can be accessed to improve their customer service and business processes. Operational.

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Client Relationships: The Key to Success

Rocket Matter

A legal CRM, however, can help firms provide personalized, consistent touchpoints that serve to strengthen existing relationships and retain clients for the long term. From a case matter perspective, legal CRMs can help you and your clients communicate more effectively. Schedule your free demo today to get started.